Managing Entries: Difference between revisions
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=== Accessing a School Page === | === Accessing a School Page === | ||
To access a school's page, you select it from one of the dropdown menus: | To access a school's page, you select it from one of the dropdown menus under the Schools menu option: | ||
[[File:register_index-schools.png|400px]] | [[File:register_index-schools.png|400px]] |
Revision as of 17:53, 21 February 2015
The Entries menu lets you view and manipulate entry information, whether you are using online registration or entering data manually. It's also where you go to import or export data when using other tab programs, such as TRPC, or to see a variety of statistics about your tournament. Also included are functions for dealing with invoices and communicating with registrants.
Via the Entries menu, you can access information about any individual entry, judge, or school. Note that most information pages link to one another - so if you are viewing a judge, it's easy to get to their school's complete entry, or vice versa.
Use the Search Box
Usually, the fastest way to find information in Tabroom is to use the search box in the upper right corner of the page.
For example, if you search for a school's name, you'll be taken right to their entry. If you search for a judge's or entry's last name, you'll be taken straight to their info page. If there are multiple items that match your search, you'll be given a list of results.
You can quickly set the focus to the search box by using Ctrl+S on your keyboard. Then, just type your search and press Enter.
School Info
Each school registered for your tournament has it's own page where you can see their entries, judges, vital information, and invoices, as well as mark them as "registered" when they arrive at the tournament. You can access these with the "Schools" menu option.
A few other school related options, such as adding a new school or viewing school statistics are instead found under the "Data" or "Reports" menu options and will be mentioned below.
Accessing a School Page
To access a school's page, you select it from one of the dropdown menus under the Schools menu option:
School's will be listed as"Not In" until they are marked as Registered (that is, on site at the tournament), either by you or by the school (if using "On-Site" registration - see the section on General Settings for more info). Once they are registered at the tournament, they will be in the "In" menu instead.
The Judges and Money tabs will appear in red if a school is under their judging obligations, or if they owe judge fees:
School Info / Registration
The "General" tab of a school's page lets you edit their basic information, such as name, code and contact information. You can also mark down how much they've paid and mark them as registered:
At the bottom, you will also see information about the school, who originally registered their school and when, and which tabroom accounts have access to their school account, so you know who to contact if necessary:
The "Status" section of the sidebar will show whether a school is registered (i.e. physically at the tournament) or not.
If "on-site" registration is enabled, a school can mark themselves as registered, otherwise you can do it at registration as school's arrive. To register a school, choose whether to mark them "Registered" or "Registered and Paid." The latter will automatically change the amount under "Paid" to match their total fees. If you accidentally register a school, you can click the "Un-register" link instead.
The sidebar contains links for a number of useful printouts that can be used at registration, such as entry sheets, invoices, or judge assignments.
To drop the entire school's entry permanently, use the "Drop Entire Entry" link - you will be prompted to confirm first.
Accessing School Entries
The "Entries" tab of a school's page will first show you the school's complete entry roster:
To access any individual entry, just click on their name or code. You can also Drop or Undrop an entry by clicking the red button.
For more information on manipulating individual entries, see the section below on the "Events" section.
To see only entries in a particular event, click the name of the event on the right (the number is the current number of entries from the school in that event):
Once you have selected an event, you can manually add an entry, either from that school's roster, by entering their name, or just as a "TBA" slot:
Accessing School Judges
Once you select the "Judges" tab of a school's page, you must then select which judge group to view. If the school is below their obligation in a judge group, it will appear in red:
For each judge group, you will see a list of currently entered judges, with options to change their rounds or delete them:
You can also add a new judge to the school using the box on the right:
Note that for events using the "Rounds Per Entry" burden method, newly added judges will default to a full (maximum) commitment. Make sure to adjust the newly added judges rounds as necessary.
For more information on manipulating individual judge entries, see the section below on the "Judges" menu item.
Money / Concessions
The "Money" tab of a school page is where you go to view a school's invoice, add and remove fees/fines, and record a school's payment.
The Money tab contains an itemized school invoice with all entry fees, judging fees, purchased concessions, and nuisance fines all in one place. It will update automatically as changes are made to a school's entry (for example dropping a team before the add/drop deadline).
Fees or Nuisance Fines can be removed from a school's invoice by pressing the "Forgive and Forget" button next to each charge. Note that after deletion, no record of that charge will remain on the invoice.
To add additional charges or payments, use the "Add charges" box on the sidebar. To credit a payment to the invoice, use a negative number for Amount.
If you need a printout of the invoice, for example to hand out at registration (either for entry fees, concessions, or combined), you can generate a PDF using the links on the right:
If you have configured concessions available for purchase, you will also see a separate tab for "Concessions," which will let you add or remove concessions orders for a school manually. The charges will then update on the main invoice. You can also print out a separate concessions order for the school with the link on the sidebar.
School Followers
The "Followers" tab lets you add or remove which Tabroom accounts receive Live Updates for the entire school with pairings/results:
Events / Entry Info
The "Events" menu option lets you access information about individual entries. You can also get to the same place by going through the entry's School page, or by accessing their information directly from the schematic. Whichever way you get there, you end up at the same page.
Entries Overview
After selecting the "Events" menu option, you will see a list of events at the tournament, including the number of active entries, drops, and waitlisted entries in each event:
To access the list of entries in an event, just click on the event name.
If you want a spreadsheet or PDF with all the entry information (or just drops/waitlist, etc.), a master list of entry codes, or a list of which schools are entered in each event, you can use the links on the sidebar:
Once you have selected an event, you will see a list of entries in that event:
You can switch to viewing drops or waitlisted entries by choosing the option on the sidebar:
To view an individual entry's information, click on their name or entry code.
Editing An Entry
Once you have selected an individual entry, you can make a variety of changes:
You can manually change their entry name or code, mark whether the entry needs an ADA room, and view their preset seed (if in use). You can also make changes to an individual person's information by clicking on their name (for example to fix a spelling error).
Swapping An Entry
Using the tools on the sidebar, you can make a variety of swaps for an entry:
To change which student(s) are part of an entry, use the "Swap Students" section and choose a different student from the school's roster in the drop-down list. If they don't appear in the list, you can use the link to "Add competitor not on roster."
Important Note - When swapping a student in an entry, do NOT click on the person's name in the entry information and then edit it there. That will make changes to that person's record on the school's student roster, and should only be used to fix things like a spelling error. If you want to REPLACE a student with someone else, use the "Swap Students" section instead.
You can also choose to swap an entry into a different event/division (for example moving an entry in Open down to JV), or switch which school an entry is affiliated with.
Dropping An Entry
To Drop or Disqualify an entry, use the "Wreak Havoc" section on the sidebar:
Dropping an entry does not automatically remove them from any pairing on which they currently appear (such as rounds in which they have already competed or presets), so you may also need to manually change the schematic to remove them. However, a dropped entry will not be placed on any future schematics.
Once you have dropped an entry, you can un-drop them by using the link on the sidebar, or completely delete them from the system by clicking "Completely Delete." You should rarely need to completely delete an entry - it's usually better to leave them in the system as a drop so there's a record of what happened and when.
You also have the option of Disqualifying an entry. In debate events, this has the same effect as dropping them. In IE's, it will automatically give one extra rank to each competitor who ranked behind the disqualified entry in their rounds.
Editing An Entry's Results
When viewing an entry, you will also see their list of scheduled rounds (with results, if any):
If you click on any opponent, judge, or room, you will be taken directly to that information instead.
To make changes to an individual entry's results, click "View/Change Results" in the Wreak Havoc section of the sidebar:
From here, you can change the result or points for all their rounds at once. Note that most of the time, you'll make changes to an individual round from the schematic (for example to assign a bye or forfeit), rather than accessing an entry's individual results.
Accessing An Entry's Prefs
To view an entry's pref sheet, first access their entry information, then click the link for "Pref Sheet" on the sidebar. This will show you the prefs they've entered, and allow you to make changes to it directly. Note that pref quotas are not enforced on this screen, so be careful with any manual changes:
If you want to copy another team from the same school's pref sheet, use the "Clone Prefs" section on the sidebar. Be very careful - once you overwrite a team's prefs, you can't get the original prefs back:
Managing The Waitlist
If you have enabled a waitlist for an event, you can manage it by selecting Entries -> Events, choosing an event, and then selecting "Waitlist" on the right. That will show you the entries on the waitlist, with the option of admitting them (including whether to automatically notify coaches):
When viewing a school's complete entry, waitlisted entries will be listed as "On Waitlist":
If you view a school's entry by event, their entry code will have "Waitlist" at the beginning:
If you view an individual entry on the waitlist, you will see options on the sidebar for admitting that single entry:
Or, you can re-waitlist an entry by clicking "Place on waitlist:"
Judge Info
The "Judges" menu option is usually the easiest place to access judge information, though as with entry information, you can access the same page through a school's info or the schematic.
Judges Overview
The "Judges" menu option will first show you an overview of all your judge groups, including the total number of judges and obligated rounds in each group, along with hire requests, if any:
The links on the sidebar lets you download a CSV spreadsheet or PDF of all judges, dropped judges, or hired judges, a phone list if available, as well as access broad information such as how many rounds each judge in the pool has judged so far in the current season:
Judge Group Info
To see more detail, you can click on a judge group in the list, or select it from the sidebar. You will then be shown the list of judges in that judge group, including their round commitment, code/school, and any notes included by the coach. Judges marked as "Inactive" will be shown in red.
Make sure to scan the coaches notes before pairing your first round, as coaches frequently include availability information in the Notes field (e.g. "Not available round 1") instead of using time blocks correctly.
To get more info on the judge group, use the links on the sidebar:
This gives you options to see all judges, only hires, or only drops, or to add a new judge to the judge group manually (for example for a late add or a new hired judge).
To edit the round obligations or hiring availability for all judges in the group en-masse, you can use the "Round Obligations" link.
To access the information for any individual judge, click their name or code.
Individual Judge Info
When viewing an individual judges' info page, you have a variety of options:
If the event is using online ballots, you will see a box that allows you to link a judge entry to a Tabroom account manually, or unlink it if it was linked in error.
You can edit the judges name, judge code, school affiliation, and contact info, such as email and phone. You can also move a judge to a different judge group by using the dropdown box, or change which event they count towards covering an obligation for a school - so for example you could have a judge in JV covering an Open team's judging obligation.
You can also make changes to their round obligation or available hired rounds, and change which sub-pools they are available for.
If necessary, you can drop the judge using the "Wreak Havoc" section on the sidebar. Usually, it's better to just mark a judge as "Inactive" by changing the Active button to "No." That will prevent them from being paneled, but will make it easy to re-enable them if they become available again.
Judge Availability / Strikes
In Tabroom, any reason that a judge can't judge a particular debate is considered a "strike" - so there are several different types of strikes:
MPJ strikes - given by competitors if you have MPJ configured, this is what most people normally think of when they think "strike."
Competitor conflicts - any reason that a judge can't judge a particular student/entry, such as having previously coached them. This is normally what is thought of as a "preclusion" or "constraint."
School conflicts - When a judge can't judge a particular school, for example because they've recently coached there.
Region conflict - Prevents a judge from judging any school in a particular region (if using regions in the tournament settings).
Event/Division strike - Precludes a judge from judging particular divisions (including just in elims), such as preventing a judge from judging Open. This is most useful when you have a combined judge group that can see multiple events.
Time strikes - Tabroom treats any time during which a judge is unavailable as a "strike." So instead of marking a judge as unavailable for "Round 1," you have to mark a judge as unavailable for the times during which you have scheduled Round 1 (e.g. 8-10am for example). This is because people are usually not available at particular times (e.g. because of an appointment), not really because that time happens to be Round 1. Striking a judge by time is ultimately more useful, since a round may be rescheduled for a variety of reasons - and you would want the judge to be able to judge that round if it ended up occurring at a different time at which they were available.
To add any kind of strike (other than MPJ strikes, which are added by competitors on their pref sheets), you access the judge's info sheet and then click "Add Strike" on the sidebar:
You will then be given the option of adding any of the previously discussed types of strikes:
Important Note - When adding a time strike for a judge, be careful about the end time you select. If you have your schedule configured such that one round's end time is the same as the next round's start time, then a time strike placed on the boundary will prevent the judge being placed in either round, which is usually not the intended effect. So, for example, if you have Round 1 configured from 8-10 and Round 2 from 10-12, then giving a judge a time strike from 9-10 will prevent them judging either Round 1 or 2, because they are "unavailable" at exactly 10am. To prevent this, configure your scheduled time slots so that Round 1 ends at, for example, 9:30 instead of 10, and then give the judge a time strike from 9-9:55.
To remove any "strike," view the judge's info sheet, and click on the strike you want to delete on the list in the sidebar:
Judging Pref Reports
To see aggregate information about the prefs for judges in the judge group, use the "Pref Report" link on the sidebar from the main judge group screen.. This will show you the average pref and standard deviation for each judge in the pool, which can help find out who your "most preferred" judges are, for example to ask them to donate additional rounds or to ensure you don't burn them too early.
Depending on how you configure MPJ for the judge group, you may also have additional options on the sidebar to configure free strikes or see all conflicts in one place:
To see how all entries rated a particular judge, first access that judge's info page, then click the "Pref Sheets" link on the sidebar.
School Judging Burdens
To check which schools are above or below their judging obligations, select the "Check School Judging Burdens" link on the sidebar from the main judges page. You will then see a list of schools and their outstanding commitment in each judge group:
If a school is under their commitment, it will show as "X owed" where X is the number of rounds they are under. If a school has too much judging, it will be listed as a negative number and says "-X (over)" instead. If a school has exactly the right amount to meet their commitment, that column will be blank.
Linking Judge Accounts
If you are using online ballots for a judge group, you will see an additional section on the sidebar when viewing that judge group. This will give you options to manually link judge entries to their Tabroom accounts, or to approve requests from judges to do the linking (the link will appear in Red if there are active requests):
Hired Judges
There are two different methods of offering hired judging, both of which may be used alone or simultaneously. You can offer tournament-provided hired judging and then let people request hired rounds, and/or you can enable a "hiring exchange" where judges can offer hired rounds and schools can hire them without you needing to manually match them up.
For more information on enabling hired judging, see the section on Judge Groups.
Hired Judging Requests
If you have enabled tournament-provided hired judging for a judge group, you will see a a link on the sidebar for "Hire Requests."
This will show you the list of hire requests and allow you to fully or partially accept them. The coach who made the request will then be notified by email of any changes in the status of their request:
Hiring Exchange
If you have enabled a "hiring exchange," for a judge group, you can view offers and hires by selecting "Hiring Exchange" on the sidebar:
This will show you a list of pending and accepted offers, and let you approve (or unapprove) judges requests to be on the exchange:
To cancel a specific hire request, you can click a judges name to view their info sheet, and then remove the hire request by clicking on it on the sidebar.
Regions
Housing
If you've enabled Housing options in your tournament settings, you will see an additional menu item under Entries called "Housing." For more information on enabling housing, see the section on General Settings.
To configure housing, you first need to select a day from the sidebar:
You will then be shown a list of active housing requests with information like name, gender, school, and whether the request is for a student or a judge. You can toggle each request between "In," and "WL," (i.e. waitlist). Or, you can delete a housing request completely.
To print a final housing roster or download a spreadsheet, use the links on the sidebar: